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THE IMPORTANCE OF FINANCIAL ADVICE

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Jenny Keath
THE IMPORTANCE OF FINANCIAL ADVICE

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to ensure you have access to the right advice.

The right financial planner will spend time to understand your current and future prospects, so they can create a plan for you to live the life you want.

GONE ARE THE DAYS WHERE YOU COULD PUT AWAY MONEY INTO YOUR BANK SAVINGS ACCOUNT AND WATCH YOUR WEALTH BUILD.

Unfortunately, life is a little more complex – its hard to understand the intricacies of investments, insurance, estate, retirement planning and superannuation. The rules and regulations are ever-changing, so professional help may be necessary to ensure you and your family’s financial health is safe.

Many people make the mistake of thinking that financial advice is just for the wealthy. However, financial advice can help people at all levels of financial health by providing strategies for improving and growing your wealth It can assist you with making plans for simple things such as your annual holiday to Queensland, or something more complex such as buying a property or retiring comfortably.

1: FPA: New Research Shows Direct Link Between Happiness and Financial Planning

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Jenny Keath
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